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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,803 | $58,311-59.2% | $81,882-70.9% | $80,959-70.6% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 12.27% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,030 | $2,347-56.1% | $2,916-64.7% | $2,757-62.7% |
| Participant deferral / active EE | $1,158 | $3,287-64.8% | $4,323-73.2% | $4,300-73.1% |
| Admin fee / account holder | $4,871 | $4,752+2.5% | $7,360-33.8% | $6,925-29.7% |